Find the Perfect Tax + Accounting Solution for Your Business
Fit + Pricing Quiz
Tax + Accounting Doesn’t Have to Be Time Consuming + Hard.
Finding the right tax and accounting support shouldn’t be a guessing game. That’s why we created this quick quiz—to help you discover the service package that fits your business needs, whether you’re looking for help with tax prep, monthly bookkeeping, or a full-service financial partner to handle it all.
Answer a few short questions (it only takes 2 minutes!) and get a personalized recommendation based on where you are in business and what kind of support will help you grow. Let’s find the right-fit solution so you can spend less time on the back office and more time building your business.
How It Works:
Take the Fit + Pricing Quiz
Take a quick quiz to find the solution that fits your needs.
Apply Online
Fill out the Client Application Form after viewing the details of your recommended solution.
Get Started
Once your account is active, we'll reach out to schedule a 30 minute introductory call where we'll review the steps needed to kick-start your tax + accounting plan.
Ready to Get Your Time Back?
It’s time to stop wasting hours trying to figure out your books and start growing your business.
Take our quick quiz now and find out which tax + accounting solution is the best fit for you!
Our Solutions
We offer tailored, long-term tax + accounting services designed to suit your specific needs and budget. Choose from one of our premium packages and start seeing results fast:
HerGPS
Starter
Best For:
Solopreneurs +
Start-Up Businesses
Includes: Business Entity Setup + Compliance, Accounting System Setup + Training, Monthly Reconciliations, Clean-Up of Books, Financial Statement Prep, Income Tax Prep, Tax Strategy Meetings
HerGPS Advantage
Best For:
Established + Growing Service-Based Businesses
Includes: Full Bookkeeping, Payroll, Retirement Planning, Accounting System Setup, Business Setup + Compliance, Financial Statement Prep, Income Tax Prep, Tax Strategy Meetings
HerGPS
VIP
Best For:
Established + Growing Businesses Who Need It All
Includes: Full Bookkeeping, Payroll, Bill Pay, Invoicing, Retirement Planning, Accounting System Setup, Business Setup + Compliance, Financial Statement Prep, Sales Tax Filings, WIP Reviews, Inventory, Income Tax Prep, Tax Strategy Meetings
Not Sure Which Solution Is Best For You?
Take Our Fit + Pricing Quiz To Find Out!
Blue Haven CPA PLLC is a virtual CPA firm providing bookkeeping, payroll, and tax planning for contractors and trades businesses. Serving clients across Charlotte, Harmony, Mooresville, Statesville, Huntersville, Cornelius and surrounding areas in North Carolina.
Disclaimers:
Blue Haven CPA PLLC provides tax preparation, tax planning, and accounting services tailored for contractors and trades. The content on this website is for informational purposes only and should not be considered tax, legal, or financial advice. Every tax situation is unique, and tax laws change frequently. Before making any tax-related decisions, consult a qualified professional.
At Blue Haven CPA PLLC, we are dedicated to helping you maximize your tax savings and optimize your financial strategy. However, tax outcomes vary based on individual circumstances, tax law changes, and compliance requirements. We do not guarantee specific refunds, savings, or results.
Reaching out to Blue Haven CPA PLLC via this website, email, or phone does not establish a client-accountant relationship. A signed engagement letter and completed payment are required before any services begin. We look forward to working with you, but please note that general inquiries do not constitute professional advice.
To comply with U.S. Treasury Department regulations, we inform you that any U.S. federal tax advice contained on this website or in our communications is not intended or written to be used for the purpose of avoiding penalties under U.S. tax law. Blue Haven CPA PLLC does not provide written tax opinions for penalty protection purposes.
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